Finance Administration Officer | Dayshift
Philippines
Full Time
Mid Level
ZigZag is looking for an Administration Officer to join our team!
About our client
Our client is an Australian-based finance brokerage that helps businesses secure funding for cash flow, growth, and equipment. We are a relationship-driven business focused on trust, speed, and delivering a high-quality client experience. We are looking to build a reliable offshore support team to assist our brokers and improve operational efficiency.
Role Overview
The Administration Officer will support brokers with day-to-day operations, primarily focusing on client follow-ups, document collection, CRM management, loan application support and any ad hoc administrative tasks for the business.
Key Responsibilities
1. Document Collection & File Preparation
• Collect and organise required documents
• Send document collection links and privacy consent forms
• Check documents for completeness before submission
2. CRM & Pipeline Management
• Update CRM with accurate notes, file status, and client interactions
• Track each deal from enquiry through to submission
• Ensure no leads or applications are left unattended
• Settling deals in the system once finalised
3. Loan Application Support
• Assist brokers in preparing and submitting applications to lenders
• Upload documents to CRM and lender portals
• Liaise with lenders for updates when required
• Monitor application progress and flag delays
4. General Administrative Support
• Maintain organised digital files
• Assist in improving internal processes and workflows
• Support the team with ad hoc administrative tasks
5. Client Communication & Follow-Up
• Call, SMS, and email clients to request outstanding documents
• Maintain a professional and friendly tone aligned with our brand
• Escalate unresponsive or complex cases to brokers
Systems & Tools (Preferred Experience)
• Microsoft Office Suite Essential
• Excellent written and spoken English
• Strong attention to detail
• Highly organised and process-driven
• Experience with working across multiple systems
• Proactive with follow-ups and task management Preferred
• Experience working in asset/mortgage broking, finance, or banking
• Experience supporting Australian businesses or clients
• Understanding of loan documentation (highly regarded)
About our client
Our client is an Australian-based finance brokerage that helps businesses secure funding for cash flow, growth, and equipment. We are a relationship-driven business focused on trust, speed, and delivering a high-quality client experience. We are looking to build a reliable offshore support team to assist our brokers and improve operational efficiency.
Role Overview
The Administration Officer will support brokers with day-to-day operations, primarily focusing on client follow-ups, document collection, CRM management, loan application support and any ad hoc administrative tasks for the business.
Key Responsibilities
1. Document Collection & File Preparation
• Collect and organise required documents
• Send document collection links and privacy consent forms
• Check documents for completeness before submission
2. CRM & Pipeline Management
• Update CRM with accurate notes, file status, and client interactions
• Track each deal from enquiry through to submission
• Ensure no leads or applications are left unattended
• Settling deals in the system once finalised
3. Loan Application Support
• Assist brokers in preparing and submitting applications to lenders
• Upload documents to CRM and lender portals
• Liaise with lenders for updates when required
• Monitor application progress and flag delays
4. General Administrative Support
• Maintain organised digital files
• Assist in improving internal processes and workflows
• Support the team with ad hoc administrative tasks
5. Client Communication & Follow-Up
• Call, SMS, and email clients to request outstanding documents
• Maintain a professional and friendly tone aligned with our brand
• Escalate unresponsive or complex cases to brokers
Systems & Tools (Preferred Experience)
• Microsoft Office Suite Essential
• Excellent written and spoken English
• Strong attention to detail
• Highly organised and process-driven
• Experience with working across multiple systems
• Proactive with follow-ups and task management Preferred
• Experience working in asset/mortgage broking, finance, or banking
• Experience supporting Australian businesses or clients
• Understanding of loan documentation (highly regarded)
ZigZag is committed to building a diverse, inclusive, and equitable workplace. We believe that talent knows no borders, and we welcome individuals from all backgrounds to help us shape the future of work. Guided by transparency and agility, we foster an environment where everyone is valued and empowered to thrive.
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